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Apr 30, 2023

FuelCell Energy Q2 2023 Earnings Report

FuelCell Energy reported strong revenue growth, driven by service agreements, but experienced increased operating expenses and net losses.

Key Takeaways

FuelCell Energy reported a significant increase in revenue for Q2 2023, primarily driven by long-term service agreements. However, the company also experienced increased operating expenses, resulting in a net loss.

Revenues increased by 134% to $38.3 million compared to $16.4 million in the prior year quarter.

Service agreements revenues increased significantly due to new module exchanges at the KOSPO plant in Korea.

The Toyota project in Long Beach is progressing towards commercial operations, expected in the third fiscal quarter.

The company is progressing its manufacturing of solid oxide platforms and expanding its facility in Calgary.

Total Revenue
$38.3M
Previous year: $16.4M
+134.1%
EPS
-$2.7
Previous year: -$2.4
+12.5%
Gross Profit
-$6.09M
Previous year: -$7.31M
-16.6%
Cash and Equivalents
$277M
Previous year: $468M
-40.8%
Total Assets
$859M
Previous year: $946M
-9.3%

FuelCell Energy

FuelCell Energy

FuelCell Energy Revenue by Segment

Forward Guidance

FuelCell Energy is focusing on the commercialization of its hydrogen fuel cell technologies, strategic initiatives, and general corporate purposes.

Positive Outlook

  • Customers are increasingly interested in carbon separation and utilization/capture capabilities.
  • The company is supported by government policies such as the Inflation Reduction Act in the United States.
  • The company is supported by government policies such as the Green Deal in the European Union.
  • The company sees significant potential to work with customers to employ carbon capture technologies.
  • The company sees significant potential to work with customers to employ carbon utilization technologies.

Revenue & Expenses

Visualization of income flow from segment revenue to net income